Josh Estrada
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Enterprise SaaS · Sole Product Designer

Rental Owner Mobile Dashboard

Real-time portfolio visibility for property owners, redesigned for mobile

Product UI is proprietary. Diagrams represent the design thinking, not the actual interface.

API Response
revenue: $12,847.00
txn_ct: 142
open_req: 7
vacancy: 0.12

The API returned 40+ fields per property. Owners only cared about 6.

9:41
Owner Dashboard All properties
Total net income
$880,000
Recent account transactions
Recent requests
Contribution request High
$3,200
Details Send funds
Contribution request Med
$1,800
Details Send funds

Financial performance first, maintenance second, everything else third. Every owner we interviewed ranked them in the same order.

Owner's Mental Model
"Am I profitable?"
"Where's my money going?"
"What needs my attention?"

Every design decision answered one of two questions: am I making money, and is anything broken?

Scoped within existing permissions

Overhauling the permissions system would have taken 9+ months. So I designed around it, shipping the most useful views within the existing access model.

Designed from live API responses

Used browser dev tools to inspect actual endpoints. Engineering buy-in was immediate because the design mapped to existing data.

Capped mobile detail depth

User testing revealed a clear threshold. Reports handled the granular need without cramming everything into mobile.

32% Mobile Usage Increase

Rental owners shifted from desktop to the mobile dashboard within the first quarter after launch.

18% Fewer Support Requests

Owners stopped calling to ask about their financials because the answers were already on screen.

26% Satisfaction Increase

Measured via the portal's existing NPS survey. The bump came mostly from owners who had previously rated the portal below average.

Component anatomy

One card per API call, one question per card

Each card maps to data that already existed. No new backend work was needed, and each card loads independently.

Total net income
$880,000.00
Year to date as of 7/25/2024
Income and expenses
Income totals Expense totals Last 12 months
$44.1k $5.2k $0
Apr May Jun Jul
Total net income July 2024
$9,900.00
Total income July 2024
$10,800.00
Total expenses July 2024
$900.00
View financials
"Am I profitable?"
DATA
Financial summary

One endpoint returns net income, monthly income, and monthly expenses. The paired bar chart gives owners an instant read on cash flow trends without needing to open a spreadsheet.

Progressive disclosure "View financials" drills into the full P&L. The card shows the answer, the link shows the proof.
Recent account transactions
Last 30 days as of 7/25/2024
Income accounts Expense accounts
Account name
30 day total $50.00
Elm Street Apartments View transactions
Account name
30 day total $6,250.00
Elm Street Apartments View transactions
Account name
30 day total $10,800.00
Maple Avenue Residences View transactions
Account totals View financials
"Where's my money going?"
DATA
Account transactions

Property-level account summaries with 30-day rolling totals. Income and expense tabs let owners switch context without leaving the dashboard. Each row links to the full transaction history.

Per-property scoping Owners with 20+ properties needed to scan quickly. Name + amount + account type in one row, no expand/collapse.
Recent requests
As of 7/25/2024
Contributions All other requests
JJ
Jackie Johnson
Property Manager
Amount requested $700.00
Priority
Normal
Description

The paint in the common area is chipping away and is causing some issues with the cleaning services...

View details Send funds
JJ
Jackie Johnson
Property Manager
Amount requested $800.00
Priority
Normal
Description

The paint in the common area is chipping away and is causing some issues with the cleaning services...

View details Send funds
View all requests
"What needs my attention?"
DATA
Owner requests

Contribution requests from property managers surface with priority, description, and a direct action. Owners can approve funding without navigating away from the dashboard.

Action at the point of decision "Send funds" inline eliminated a 4-step approval flow. Priority badges reduced the need to read every request description.
Rental owner ledger
As of 7/25/2024
Draw totals
Contributions totals
3 months to date
$44.1k $5.2k $0
Dec
2024
Jan
Feb
Total draws
July 2024
$44,150.00
Total contributions
July 2024
$5,200.00
View ledger transactions
"How much have I put in vs. taken out?"
DATA
Owner ledger

Draws vs. contributions over time with a rolling 3-month view. The paired bars make it obvious whether the owner is net-positive or net-negative at a glance.

Dual-bar comparison Side-by-side draw and contribution bars make the ratio instantly scannable. Summary rows give exact figures for the current month.